Filed: 2/17/2026ACC: 0001420506-26-000468
📋 What this filing means
SAILINGSTONE CAPITAL PARTNERS LLC filed this quarterly 13F‑HR report disclosing 15 equity positions with a total reported market value of $402.46M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
15
Positions
$402.46M
Total AUM (reported)
17.96M
Total Shares
Allocation by class
COM$353.22M87.8%
SHS$44.45M11.0%
SPON ADR SER B$4.80M1.2%
Portfolio Concentration
Top 3$211.21M52.5%
4–10$163.35M40.6%
11–25$27.91M6.9%
Top 3 weight
52.5%
Top 10 weight
93.1%
Voting Authority Distribution
Total shares with voting rights: 17.96M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
17.96M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other15
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings15
Rows:
COMPASS MINERALS INTL INC
DFNDShares5.41M
TypeSH
Market value$106.33M
26.42%
Sole
0.00
Shared
5.41M
None
0.00
IVANHOE ELECTRIC INC
DFNDShares3.78M
TypeSH
Market value$60.43M
15.01%
Sole
0.00
Shared
3.78M
None
0.00
LINDE PLC
DFNDShares104.25K
TypeSH
Market value$44.45M
11.04%
Sole
0.00
Shared
104.25K
None
0.00
ENTERPRISE PRODS PARTNERS L
DFNDShares1.15M
TypeSH
Market value$36.89M
9.17%
Sole
0.00
Shared
1.15M
None
0.00
RANGE RES CORP
DFNDShares1.04M
TypeSH
Market value$36.83M
9.15%
Sole
0.00
Shared
1.04M
None
0.00
ANTERO RESOURCES CORP
DFNDShares869.23K
TypeSH
Market value$29.95M
7.44%
Sole
0.00
Shared
869.23K
None
0.00
ENERGY VAULT HOLDINGS INC
DFNDShares4.94M
TypeSH
Market value$22.76M
5.66%
Sole
0.00
Shared
4.94M
None
0.00
WILLIAMS COS INC
DFNDShares228.62K
TypeSH
Market value$13.74M
3.41%
Sole
0.00
Shared
228.62K
None
0.00
CAMECO CORP
DFNDShares100.03K
TypeSH
Market value$12.57M
3.12%
Sole
0.00
Shared
100.03K
None
0.00
NUTRIEN LTD
DFNDShares171.62K
TypeSH
Market value$10.59M
2.63%
Sole
0.00
Shared
171.62K
None
0.00
CONSTELLATION ENERGY CORP
DFNDShares22K
TypeSH
Market value$7.77M
1.93%
Sole
0.00
Shared
22K
None
0.00
HUBBELL INC
DFNDShares12.01K
TypeSH
Market value$5.33M
1.33%
Sole
0.00
Shared
12.01K
None
0.00
MATERION CORP
DFNDShares42.32K
TypeSH
Market value$5.26M
1.31%
Sole
0.00
Shared
42.32K
None
0.00
SOCIEDAD QUIMICA Y MINERA DE
DFNDShares69.72K
TypeSH
Market value$4.80M
1.19%
Sole
0.00
Shared
69.72K
None
0.00
MARTIN MARIETTA MATLS INC
DFNDShares7.62K
TypeSH
Market value$4.74M
1.18%
Sole
0.00
Shared
7.62K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
COMPASS MINERALS INTL INCDFND | COM | 5.41M | SH | $106.33M 26.42% | 0.00 | 5.41M | 0.00 |
IVANHOE ELECTRIC INCDFND | COM | 3.78M | SH | $60.43M 15.01% | 0.00 | 3.78M | 0.00 |
LINDE PLCDFND | SHS | 104.25K | SH | $44.45M 11.04% | 0.00 | 104.25K | 0.00 |
ENTERPRISE PRODS PARTNERS LDFND | COM | 1.15M | SH | $36.89M 9.17% | 0.00 | 1.15M | 0.00 |
RANGE RES CORPDFND | COM | 1.04M | SH | $36.83M 9.15% | 0.00 | 1.04M | 0.00 |
ANTERO RESOURCES CORPDFND | COM | 869.23K | SH | $29.95M 7.44% | 0.00 | 869.23K | 0.00 |
ENERGY VAULT HOLDINGS INCDFND | COM | 4.94M | SH | $22.76M 5.66% | 0.00 | 4.94M | 0.00 |
WILLIAMS COS INCDFND | COM | 228.62K | SH | $13.74M 3.41% | 0.00 | 228.62K | 0.00 |
CAMECO CORPDFND | COM | 100.03K | SH | $12.57M 3.12% | 0.00 | 100.03K | 0.00 |
NUTRIEN LTDDFND | COM | 171.62K | SH | $10.59M 2.63% | 0.00 | 171.62K | 0.00 |
CONSTELLATION ENERGY CORPDFND | COM | 22K | SH | $7.77M 1.93% | 0.00 | 22K | 0.00 |
HUBBELL INCDFND | COM | 12.01K | SH | $5.33M 1.33% | 0.00 | 12.01K | 0.00 |
MATERION CORPDFND | COM | 42.32K | SH | $5.26M 1.31% | 0.00 | 42.32K | 0.00 |
SOCIEDAD QUIMICA Y MINERA DEDFND | SPON ADR SER B | 69.72K | SH | $4.80M 1.19% | 0.00 | 69.72K | 0.00 |
MARTIN MARIETTA MATLS INCDFND | COM | 7.62K | SH | $4.74M 1.18% | 0.00 | 7.62K | 0.00 |